See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,271 | $76,738-98.3% | $56,411-97.7% | $145,922-99.1% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.6pp | 80.3%-48.5pp |
| Annual return | 4.51% | 2994.23%-2989.7pp | 1701.33%-1696.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $50 | $3,334-98.5% | $2,829-98.2% | $13,397-99.6% |